
Joe Maya
CRM Automation and Workflow Specialist
Skills

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Werkervaring
CRM Automation Specialist
Independent • Freelance
Feb 2021 - Present • 5 yrs 7 mos
Worked on CRM setup and workflow automation projects for businesses requiring better lead management, sales pipeline organization, customer data management, and task automation. • Configured CRM platforms including Zoho CRM, HubSpot, and Pipedrive • Built sales pipelines and lead management workflows • Created workflow triggers and automated tasks • Connected supported business applications and communication tools • Configured Slack notifications and CRM-related workflows • Assisted with data mapping and CRM organization • Tested workflows, triggers, actions, and data movement • Helped businesses structure CRM processes around their sales operations • Reviewed existing CRM workflows and identified areas requiring automation • Provided CRM configuration and workflow support